West Oak Capital’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $924 | Hold |
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|
2025
Q2 | $863 | Hold |
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|
2025
Q1 | $873 | Hold |
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|
2024
Q4 | $853K | Hold |
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|
2024
Q3 | $878 | Hold |
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|
2024
Q2 | $78.6K | Hold |
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|
2024
Q1 | $80K | Hold |
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|
2023
Q4 | $76K | Hold |
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|
2023
Q3 | $70K | Hold |
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|
2023
Q2 | $73.6K | Hold |
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|
2023
Q1 | $76.2K | Hold |
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|
2022
Q4 | $78K | Hold |
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|
2022
Q3 | $70K | Sell |
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|
2022
Q2 | $124K | Hold |
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|
2022
Q1 | $135K | Hold |
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|
2021
Q4 | $129K | Hold |
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|
2021
Q3 | $120K | Hold |
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|
2021
Q2 | $122K | Hold |
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|
2021
Q1 | $120K | Hold |
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|
2020
Q4 | $101K | Hold |
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|
2020
Q3 | $86K | Hold |
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|
2020
Q2 | $85K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $111K | Hold |
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|
2019
Q3 | $107K | Hold |
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|
2019
Q2 | $105K | Hold |
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|
2019
Q1 | $103K | Hold |
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|
2018
Q4 | $93.8K | Hold |
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|
2018
Q3 | $105K | Hold |
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|
2018
Q2 | $103K | Hold |
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|
2018
Q1 | $99.9K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $98.3K | Sell |
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|
2017
Q2 | $116K | Sell |
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|
2017
Q1 | $123K | Hold |
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|
2016
Q4 | $120K | Sell |
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|
2016
Q3 | $118K | Hold |
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|
2016
Q2 | $118K | Buy |
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|
2016
Q1 | $87.8K | Hold |
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|
2015
Q4 | $80.8K | Hold |
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|
2015
Q3 | $78.2K | Hold |
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|
2015
Q2 | $80.8K | Hold |
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|
2015
Q1 | $83.8K | Hold |
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|
2014
Q4 | $85.4K | Hold |
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|
2014
Q3 | $79.4K | Hold |
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|
2014
Q2 | $82.8K | Hold |
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|
2014
Q1 | $78.8K | Hold |
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|
2013
Q4 | $76.7K | Hold |
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|
2013
Q3 | $71.3K | Hold |
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|
2013
Q2 | $68.8K | Buy |
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